IWN

Independent Wealth Network Portfolio holdings

AUM $251M
AUM
$251M
AUM Growth
+$4.24M
Cap. Flow
+$11.8M
Cap. Flow %
4.72%
Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9

Top Buys

1
$1.6M
2
$1.37M
3
$1.14M
4
$842K
5
$697K

Top Sells

1
$1.3M
2
$429K
3
$352K
4
$186K
5
$175K

Sector Composition

1Technology6.74%
2Industrials4.9%
3Financials4.39%
4Energy3.13%
5Consumer Staples2.8%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.25M0.9%50,662
+1,309
+3%
+$58.1K
$2.24M0.89%39,161
+2,859
+8%
+$163K
$2.23M0.89%21,539
+2,229
+12%
+$231K
$2.16M0.86%23,512
-14,193
-38%
-$1.3M
$2.07M0.82%5,576
+65
+1%
+$24.1K
$2.02M0.8%114,622
+6,097
+6%
+$107K
$1.97M0.79%38,626
+16,489
+74%
+$842K
$1.87M0.75%5,340
-13
-0.2%
-$4.56K
$1.85M0.74%50,600
-11,750
-19%
-$429K
$1.85M0.74%21,865
+419
+2%
+$35.4K
$1.82M0.72%159,164
+14,599
+10%
+$167K
$1.81M0.72%3,133
-75
-2%
-$43.2K
$1.71M0.68%33,917
+971
+3%
+$49K
$1.6M0.64%2 New
+$1.6M
$1.58M0.63%53,094
+11,124
+27%
+$330K
$1.46M0.58%2,618
-16
-0.6%
-$8.95K
$1.44M0.58%12,524
+190
+2%
+$21.9K
$1.44M0.57%133,882
+12,132
+10%
+$130K
$1.44M0.57%6,951
+1,165
+20%
+$241K
$1.38M0.55%18,831
+1,680
+10%
+$123K
$1.33M0.53%30,697
+1,068
+4%
+$46.4K
$1.33M0.53%103,487
+6,215
+6%
+$79.7K
$1.32M0.53%13,093
-191
-1%
-$19.2K
$1.3M0.52%19,148
+405
+2%
+$27.4K
$1.26M0.5%75,767
+8,321
+12%
+$138K
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